I would like to send a Bulk send with customized documents for each recipient. Is that possible? If not, could I share a standardized document and add a custom field to the template which would be populated by info that I add to the bulk CSV upload?

Hi, I’ve read that link and have a similar question. Very little of the documentation about how to set up the .csv makes sense.

→ When I send my template, I have 2 sections I need to edit for each recipient before they sign. One section is a simple location text box. The second section is one or more checkboxes I need to pre-fill for each person. (I could use radio buttons or some other symbol if needed.)

Each recipient must then type out a few fields of their own (address/phone) to ensure I capture whatever’s current for them at time of signing.

Because I still send manually, I am adding name/email/signature/date fields, and in one section I’m adding a few other fields for each that goes out, all because I can’t set up the template to include generic placeholders for any of it since the recipients can’t be included in templates. Please advise.

I’ve edited the Data Labels for each checkbox and also the one for the location text box. I don’t understand what I need to do for any of the fields in the .csv … my data consists of name, email.

Thanks.